See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,623 | $202,318-72.0% | $172,739-67.2% | $152,861-63.0% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 27.97% | 1029.65%-1001.7pp | 802.84%-774.9pp | 345.32%-317.4pp |
| Employer contribution / active EE | $2,890 | $5,856-50.6% | $5,143-43.8% | $4,762-39.3% |
| Participant deferral / active EE | $9,634 | $5,948+62.0% | $5,198+85.4% | $5,850+64.7% |
| Admin fee / account holder | $897 | $17,109-94.8% | $13,954-93.6% | $11,596-92.3% |